What We Believe
At Cooke Financial Group, we believe firmly that our job is not to sell you products, but to provide financial solutions. Whatever your needs, our independent, objective and unbiased approach seeks only to identify the best possible investment solutions to meet your objectives. Our goal: to represent your interests and maximize your financial potential.
We consider our fiduciary responsibilities to be a sacred trust. There are no hidden agendas, conflicts of interest or sales contests to win. So we are always completely aligned with your goals and objectives.
What Sets Us Apart
- Customized Client Experience. Our financial planning approach, combined with our deliberate investment process and conflict-free guidance, provides clients with an unsurpassed and customized client experience.
- Award-Winning Certified Experts. With more than 150 years of combined experience in the financial services industry, we offer a wide range of financial expertise to help clients prosper. We bring together certified investment management analysts (CIMA), certified financial planners (CFP), certified public accountants (CPAs), attorneys, and senior institutional portfolio managers to help you meet financial goals for today and for generations to come.
- Comprehensive Family Office Services. We emphasize financial planning, tax strategies and intelligent, tailored solutions for estates, trusts, and foundations.
- Conflict-Free Guidance. We take our fiduciary responsibilities seriously. At the Cooke Financial Group, there are no hidden agendas or conflicts of interest. Because our practice is almost entirely fee-based, our efforts align consistently with your goals and objectives.
- Personal Touch. Cooke Financial Group has its roots as a family business, and is committed to the success of every one of its clients.